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The Offers feature lets you generate commercial offers from your deal context and knowledge base, then customize pricing and terms before sharing with prospects.

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Generating an Offer

Click Generate Offer to create a new offer. Doris can pull from multiple sources:
  • Deal context — Select a deal and Doris uses conversations, qualification data, and company context to tailor the offer
  • Knowledge base — Attach KB documents like pricing guides or product specs
  • Custom input — Paste additional context or requirements
Doris generates the offer step-by-step, showing progress as it builds out each section.

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Editing an Offer

The offer editor uses a two-column layout:
  • Left — Offer details like title, description, and terms
  • Right — Pricing tiers with configurable features and terms

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Pricing Tiers

Add multiple pricing tiers to give prospects options:
  • Tier name and price — Set a name, price, and billing period for each tier
  • Per-seat pricing — Add seat bands with volume-based pricing (e.g., 1–10 seats, 11–50 seats)
  • Features — List what’s included in each tier

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Tracking Offers

The Offers view lets you:
  • See all offers across your pipeline
  • Filter by status, deal, or date
  • Link offers to specific deals for context
  • Track whether an offer is pending, accepted, or declined
Offers are separate from Presentations. Use Offers for pricing and proposal tracking, and Presentations for slide decks and visual content.